Red Door Wealth Management
BAC icon

Red Door Wealth Management’s Bank of America BAC Stock Holding History

Red Door Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$660K Sell
12,132
-224
-2% -$13.6K 0.06% 157
2026
Q2 		$704K Buy
12,356
+109
+0.9% +$5.8K 0.06% 149
2026
Q1 		$597K Buy
12,247
+308
+3% +$15.9K 0.06% 148
2025
Q4 		$657K Buy
11,939
+34
+0.3% +$1.8K 0.07% 138
2025
Q3 		$614K Sell
11,905
-175,401
-94% -$8.56M 0.07% 141
2025
Q2 		$8.86M Buy
187,306
+5,992
+3% +$252K 1.06% 25
2025
Q1 		$7.57M Buy
181,314
+3,083
+2% +$137K 1.12% 28
2024
Q4 		$7.83M Buy
178,231
+10,800
+6% +$475K 1.2% 24
2024
Q3 		$6.64M Buy
167,431
+6,171
+4% +$247K 1.11% 28
2024
Q2 		$6.41M Buy
161,260
+8,187
+5% +$314K 1.13% 29
2024
Q1 		$5.8M Buy
153,073
+5,271
+4% +$181K 1.12% 29
2023
Q4 		$4.98M Buy
147,802
+7,139
+5% +$208K 1.08% 32
2023
Q3 		$3.85M Buy
140,663
+10,187
+8% +$301K 0.96% 35
2023
Q2 		$3.74M Buy
130,476
+5,020
+4% +$143K 0.83% 39
2023
Q1 		$3.59M Buy
125,456
+1,112
+0.9% +$36.7K 1.13% 31
2022
Q4 		$4.12M Buy
124,344
+5,781
+5% +$199K 1.35% 27
2022
Q3 		$3.58M Buy
118,563
+10,198
+9% +$341K 1.36% 28
2022
Q2 		$3.37M Buy
108,365
+12,647
+13% +$455K 1.25% 30
2022
Q1 		$3.94M Buy
95,718
+5,484
+6% +$247K 1.32% 29
2021
Q4 		$4.01M Buy
90,234
+5,211
+6% +$237K 1.32% 26
2021
Q3 		$3.61M Buy
85,023
+7,772
+10% +$313K 1.38% 22
2021
Q2 		$3.18M Buy
77,251
+9,081
+13% +$372K 1.24% 24
2021
Q1 		$2.65M Buy
68,170
+6,409
+10% +$221K 1.35% 27
2020
Q4 		$1.87M Buy
61,761
+3,100
+5% +$83.1K 1.1% 29
2020
Q3 		$1.41M Buy
58,661
+511
+0.9% +$12.7K 1.04% 31
2020
Q2 		$1.38M Buy
58,150
+4,550
+8% +$108K 1.01% 29
2020
Q1 		$1.14M Buy
53,600
+12,499
+30% +$375K 1.08% 30
2019
Q4 		$1.45M Buy
+41,101
New +$1.33M 1.29% 25

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Red Door Wealth Management's BAC Position: Q3 2026 in Review

Red Door Wealth Management reduced its Bank of America (BAC) stake by 1.8% in Q3 2026, selling an estimated $13.6K and leaving 12,132 shares worth $660K. The position accounts for 0.06% of the portfolio, ranked #157.

Red Door Wealth Management first reported a position in BAC in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.86M in Q2 2025. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Red Door Wealth Management held 12,132 shares of Bank of America worth $660K as of Q3 2026.
  • Red Door Wealth Management sold 224 Bank of America shares in Q3 2026, an estimated $13.6K.
  • Bank of America made up 0.06% of Red Door Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Red Door Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 28 quarters since.
  • Red Door Wealth Management's Bank of America position peaked at $8.86M in Q2 2025.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Red Door Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.